I am the founder and Principal Advisor of GCS & Associates Financial Services, LLC. I am also the visionary behind Concentric Planning and Advisory Solutions (dba), a blend of traditional and non-traditional approaches to consulting and advising clients regarding their accounting, tax, and finance matters. I have worked for both small and regional sized CPA firms serving clients while working through the ranks of Staff Accountant to Tax Manager, and on to Small Business Advisor. I have over two decades of experience in public accounting, working primarily with small businesses and individuals to improve accounting systems, manage cash flow, and maximize tax savings and profitability.
I hold a Bachelor’s Degree in Business Administration with a concentration in Accounting from Peirce College, and have a Master’s Degree in Accounting with a dual concentration in Tax and Finance from Purdue University Global. I am enrolled to practice before the Internal Revenue Service, holding the designation of Enrolled Agent (EA) which also permits me to represent clients in resolving tax matters. I complement my skills and knowledge through continuing education which is also mandated to maintain my designation as well as memberships in various accounting associations.
While serving as outsourced CFO or Tax Advisor to hundreds of individuals and small businesses over the span of my career, I have been instrumental in streamlining organizations’ accounting systems and practices; authoring, implementing, and overseeing companies’ financial policies and procedures; creating processes for forecasting and measuring financial performance; assisting with compliance and operations; and developing tax strategies to save businesses and business owners tens of thousands of dollars each year. On average, entrepreneurs working with my firm have experienced increased profitability and/ or a reduction in annual income tax liabilities of 10-40%. Contact me if you are ready to take the next step to accumulating and protecting your wealth.
